See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,072 | $100,041-35.0% | $149,718-56.5% | $70,131-7.2% |
| Participation rate | 49.1% | 83.6%-34.5pp | 87.1%-38.0pp | 69.5%-20.5pp |
| Annual return | 24.73% | 27.43%-2.7pp | 1501.63%-1476.9pp | 73.14%-48.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,914 | $4,983-21.4% | $6,569-40.4% | $3,332+17.5% |
| Admin fee / account holder | $262 | $8,286-96.8% | $11,283-97.7% | $4,645-94.4% |